See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $59,769 |
Filed as: CBIZ INVESTMENT ADVISORY SVCS Service code 16 · EIN 81-3968784 | Consulting | $45,030 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,113 | $71,142-29.6% | $119,609-58.1% | $64,808-22.7% |
| Participation rate | 98.0% | 78.6%+19.4pp | 79.3%+18.8pp | 71.5%+26.6pp |
| Annual return | -14.93% | -10.01%-4.9pp | -14.97%0pp | 32.82%-47.7pp |
| Employer contribution / active EE | $1,773 | $2,497-29.0% | $4,232-58.1% | $2,506-29.2% |
| Participant deferral / active EE | $5,779 | $4,490+28.7% | $5,602+3.2% | $4,310+34.1% |
| Admin fee / account holder | $300 | $162+85.2% | $10,323-97.1% | $188+59.9% |